Marc Anthony Morell
Professional Summary
Marc Anthony Morell, who also goes by Marc Anthony Morell, Marc Morell, Marc A Morell, is a registered financial advisor currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan. Marc is registered as a RR (Registered Representative) and started their career in finance in 1995. Marc has worked at 16 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 10, Series 9, Series 4, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marc Anthony Morell, Marc Morell, Marc A Morell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
CONCORDE INVESTMENT SERVICES, LLC
Contact Information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108Mailing Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108Phone Number
(248) 824-6710Established
Michigan since 07/10/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CONCORDE HOLDINGS INC. | OWNER / MANAGING MEMBER | — |
| DELONGCHAMP, DANIELLE LEIGH | PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF OPERATIONS OFFICER | 4901901 |
| GAKENHEIMER, JOHN HERBERT | REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | 810171 |
| HOFER, KATHLEEN ANN | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1087639 |
| MORELL, MARC ANTHONY | CHIEF COMPLIANCE OFFICER | 2566724 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/30/2026)
(6/29/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Aug 1997SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marc Anthony Morell's CRS (Customer Relationship Summary).
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